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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWER WATSON Service code 27 · EIN 45-3073569 | Advisory (Plan) | $1,005,000 |
GIP I2 years Service code 28 · EIN 98-0522311 | Investment Management | $593,000 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $212,000 |
MERCER4 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $209,000 |
IFM INVESTORS PTY LTD2 years Filed as: IFM GLOBAL INFRASTRUCTURE Service code 28 · EIN 75-3267504 | Investment Management | $154,000 |
GIP I2 years Filed as: GIP II Service code 28 · EIN 98-0672668 | Investment Management | $128,000 |
GIP III2 years Service code 28 · EIN 98-1269276 | Investment Management | $119,000 |
VONTOBEL USA INC2 years Filed as: VONTOBEL GLOBAL EMERGING MKTS Service code 28 · EIN 74-3220956 | Investment Management | $104,000 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $76,000 |
HAYNES AND BOONE, LLP5+ years Service code 29 · EIN 75-1312888 | Legal | $74,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $192,455-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 13.65% | 21.83%-8.2pp | 50.81%-37.2pp | 21.83%-8.2pp |
| Employer contribution / active EE | $4,931 | $12,237-59.7% | $42,739-88.5% | $12,237-59.7% |
| Participant deferral / active EE | $0 | $987-100.0% | $90-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,268-100.0% | $1,551,325-100.0% |